+477.7%
ASX vs IQV
-1.9%
+479.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.2% | +9.3% | +7.1% |
| 7D | +6.3% | +0.3% | +6.0% | +6.1% |
| 30D | +6.4% | +8.6% | -2.2% | +3.5% |
| 3M | +13.1% | +41.1% | -28.0% | -1.7% |
| 6M | +90.3% | +48.6% | +41.7% | +60.5% |
| YTD | +149.6% | +15.0% | +134.6% | +131.5% |
| 1Y | +249.2% | +38.1% | +211.1% | +195.1% |
| 3Y | +445.9% | +21.4% | +424.5% | +372.5% |
| 5Y | +477.7% | -1.0% | +478.8% | +442.9% |
| All | +477.7% | -1.9% | +479.7% | +442.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling